See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,324 | $114,381+47.2% | $107,525+56.5% | $142,382+18.2% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.1%-52.9pp | 80.1%-57.9pp |
| Annual return | -5.93% | 242.71%-248.6pp | 181.32%-187.2pp | 217.08%-223.0pp |
| Employer contribution / active EE | $1,041 | $4,015-74.1% | $3,754-72.3% | $4,299-75.8% |
| Participant deferral / active EE | $2,286 | $5,564-58.9% | $5,116-55.3% | $6,507-64.9% |
| Admin fee / account holder | $540 | $9,860-94.5% | $8,919-94.0% | $12,624-95.7% |